Why CAS? Why Now?

Hitendra Patil CAS Q-and-A logoReal-time business insights are the game changer.

By Hitendra Patil

The Definitive Success Guide to Client Accounting Services

Have a CAS question? Get it answered here.

Q: I saw that CAS is now the No. 1 revenue growth driver for Top 100 Firms. Why is CAS so big now – what changed?

MORE CAS: Matching Your Tech to Your CAS Clients | The Tech Stack You Need for CAS | Yes, You Have the Staffing for CAS | Six Steps to Spreading CAS Awareness  | Finding Profits in CAS |

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A: Client accounting services is now gaining more intense attention from firms of almost all sizes. CAS is the No. 1 revenue growth driver of the Top 100 firms in the country. Why has CAS has become so popular? To know this, one needs to recognize a bit of the history of the profession and the technology together.

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OneDrive: Why It’s Essential for Firms

The five reasons you need OneDrive cloud storage and how to use it.

By John Higgins

Accounting firms need to have all their shared files stored in one of two cloud storage platforms: OneDrive for Business or SharePoint Online. The two applications are variations on the same theme, but they are central to the entire Microsoft Office 365 ecosystem.

Learn more in these upcoming two-hour webinars: OneDrive Cloud Storage–What It Is and How To Use It and OneDrive–File Sharing and Collaboration in the Cloud

OneDrive is where you would store all of the files that you do not typically share with others, either inside or outside your organization. On the other hand, SharePoint is the place where you should store all the files that you share with others. You have a lot of control over how you organize your SharePoint storage to control who can access which files.

The benefits to your firm for leveraging cloud storage are numerous: READ MORE →

The Cloud at Work

Businesswoman at laptop with cloud floating above outstretched handYou don’t need IT to make your choices, just someone savvy.

By Jody Padar
From Success to Significance: The Radical CPA Guide

As a Radical CPA, you already know the cloud allows you to work anytime, anywhere. By adopting the cloud, you can connect to all your data via an Internet browser or an app. You can work on almost any device.

MORE ON RADICALISM: Technology + Transparency = Transformation | True Diversity Means Creating Equity | 3 Challenges in Shifting to Product Management | How to Develop Productized Services | Dear Midsized Firms: Yes, You Can Change
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It’s a pretty brilliant invention.
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How the Cloud Plays into Scheduled Server Replacement

Cloud computer networkYour best solution might well be a hybrid.

By Roman H. Kepczyk
Quantum of Paperless

The traditional core computers used for operating all applications are file servers managed internally within the firm. Downtime for a day or two is a disaster.

MORE: Some Firms Dumping Desktop Computers | Scanners Capture Documents at the Source | Monitor Real Estate: More IS BetterRoman Kepczyk: Inside The Quantum of Paperless | Two Tech Trends to Watch
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If an “out of service” stoppage stretches to a week or more, partner income will suffer measurably. Simply put, mission-critical file servers utilized for tax, audit, time and billing, and email have, at most, an effective five-year life. After this time, equipment becomes significantly more difficult to maintain whether you have a warranty or not.
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Ready to Move to the Cloud? It Takes Planning

Byron Patrick will be appearing at the Accounting & Finance Show. Click here to learn more.
Portrait of Patrick Byron
Patrick

Careful setup makes it easy to disable accounts when people leave.

By Byron K. Patrick

Technology in the cloud has already shown its promise. Many small businesses have already moved from having physical servers onsite to a “cloud-only” technology strategy. They’re experiencing significant gains in productivity and mobility. You may be wondering if that’s the right decision for your company.

See more Accounting & Finance Show previews here

Cloud technology works. In fact, the cloud is secure, flexible, mobile, affordable and dependable. But it’s not magic. It takes more planning and work than simply saying, “Alexa, turn on the cloud-only tech strategy.”

Here are some key points to consider… READ MORE →

Technology Evolving Faster Than Accounting Firms

Coffee mug and cloud computing conceptsDigital workflow use rising, but remote access remains a struggle.

By Roman Kepczyk
Rosenberg MAP Survey

As an outsourced technology partner to CPA firms, I primarily deal with IT strategy and applications that improve accounting firm production.

MORE FROM THE MAP SURVEY: Will Staffing Challenges Change the Definition of Partner? | Be a Consultant or Be Left Behind | Survey: Many Firms in Transition | Technology Playing Center Stage in CPA Profession
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The 2016 CPA Firm Management Association IT Survey* pointed out that a surprising 23 percent of responding firms had transitioned to an outsourced cloud architecture. This trend points to internal IT personnel being disintermediated as they have been unable to keep up with today’s required skill set for improving firm processes as well as technical skill needed to optimizing remote access, security and disaster recovery for the firm, which firms seem to struggle with constantly.
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Time to Replace a Server? Consider the Cloud

A virtual machine moves from one cloud server rack to anotherYou may need to partner with an external integrator, not just rely on your IT team.

By Roman H. Kepczyk
Quantum of Paperless

In most firms, the traditional core computers used for operating all applications are internal file servers.

MORE ON TECH SPENDING: Desktops vs. Laptops | Use Scanners to Capture Source Documents | Develop Monthly IT Flash Reports | Centralize Contact Administration | Is Your AP Digital Yet?
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Down time for a day or two is a disaster. If an “out of service” stoppage stretches to a week or more, your partner income will suffer measurably.
READ MORE →